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Earth Observation

Earth observation sells imagery and analysis of the planet to defence, insurance, agriculture, and commodity traders. Value is shifting from the pictures themselves to the models built on top of them.

6 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Alphabet Inc Mountain View, California	$138M	$0	1	7.51%	Maintained
2	BlackRock New York	$62.2M	+$48.7M	3	0%	Increased
3	Cantor Fitzgerald New York	$54.7M	+$885K	1	1.06%	Increased
4	Vanguard Group Malvern, Pennsylvania	$39.2M	+$22.5M	3	0%	Increased
5	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$33.8M	$0	1	0.06%	Maintained
6	Capricorn Investment Group Palo Alto, California	$31.3M	$0	1	6.91%	Maintained
7	KL KIM LLC Wichita, Kansas	$22.5M	+$26.8M	1	1.08%	New
8	State Street Boston, Massachusetts	$20M	+$20M	3	0%	Increased
9	Geode Capital Management Boston, Massachusetts	$16.1M	+$8.48M	4	0%	Increased
10	DCI Data Collective II Palo Alto, California	$16.1M	$0	1	79.23%	Maintained
11	SoftBank Group Tokyo, Japan	$10.6M	+$531K	1	0.13%	Increased
12	DMC Deer Management Company Larchmont, New York	$8.44M	$0	1	0.54%	Maintained
13	Northern Trust Chicago, Illinois	$7.55M	+$7.02M	3	0%	Increased
14	JP Jana Partners New York	$6.57M	$0	1	0.57%	Maintained
15	Charles Schwab San Francisco, California	$6.42M	+$2.17M	3	0%	Increased
16	Bank of New York Mellon New York	$6.21M	+$2.75M	3	0%	Increased
17	Goldman Sachs New York	$6.08M	+$2.1M	2	0%	Increased
18	BNP Paribas Asset Management Paris, France	$4.93M	+$2.79M	1	0.02%	Increased
19	EPL EDBI Pte Ltd Singapore	$4.61M	$0	1	4.28%	Maintained
20	RTM Rizvi Traverse Management West Palm Beach, Florida	$4.61M	$0	1	6.32%	Maintained
21	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.18M	+$4.99M	1	0.55%	New
22	LFDLE La Financiere de L'Echiquier Paris, France	$3.7M	+$367K	3	0.22%	Increased
23	Putnam Investments Boston, Massachusetts	$3.68M	+$600K	1	0.01%	Increased
24	SG StepStone Group La Jolla, California	$3.6M	$0	1	0.39%	Maintained
25	Penserra Capital Management Orinda, California	$3.4M	+$2.76M	4	0.09%	Increased